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Deep Dive - Symgora Performer.

Digital Workers,
getting work done.

Symgora Performer is a digital worker that runs a specific workflow using your company’s systems and knowledge. Each Performer has a human owner and clear guardrails, completing work autonomously and asking for input when needed.

Anatomy of a Symgora Performer.

How a Performer gets work done.

Each Performer combines a defined workflow, approved systems, and company knowledge. A human owner sets its permissions, reviews results, and decides when it can act independently.

Accounts Payable Performer
General & Administrative · Finance

Example configuration

Identity and ownership

Name
Accounts Payable Performer
Email
[email protected]
Human owner
VP of Finance

Sets autonomy, approves guardrails, and reviews results.

Mode and reporting

Mode

Prepare mode: prepares work for human review and approval.

Status
DraftActivePaused

This example is Active. An Active Performer can operate in Inform, Prepare, or Execute mode.

Updates and reporting
Daily

Processed invoices and open issues.

Weekly

Outstanding invoices and upcoming payments.

Monthly

Reconciliation summary.

As needed

Approval requests and urgent exceptions.

Reports are reviewed, prepared, or published according to the selected autonomy mode.

Work and responsibilities

Purpose
Process supplier invoices accurately and on time, prepare payments, and flag issues that need human attention.
Current objectives

Invoice processing

Capture invoice details, check for duplicates, and match purchase orders and receipts.

Approvals and payments

Resolve exceptions, request approvals, and prepare payments.

Finance visibility

Keep invoice status, upcoming payments, and accounts-payable reporting current.

Tasks

Shown for the selected autonomy mode.

  1. Monitor incoming supplier invoices.
  2. Extract and validate invoice details.
  3. Check for duplicates and match purchase orders.
  4. Draft requests for missing information and flag discrepancies.
  5. Prepare accounting entries and payments for approval.
  6. Prepare invoice status updates and finance reports.

Connections and controls

Connected systems

These permissions set the maximum access available. The selected autonomy mode and approval rules further limit what the Performer can do.

QuickBooks READ WRITEGmail READ WRITESlack READ WRITECalendar READRamp READ WRITESymgora Stage READ

Prepare mode: reads approved information and drafts outputs. Live changes require human review and approval.

When it starts work
New invoice: A supplier invoice arrives in the finance inbox.
Scheduled review: Check outstanding invoices and pending approvals.
System alert: Review a mismatch, duplicate, or missing detail.
Human request: The owner requests a report or transaction review.
Guardrails

Example settings chosen by the company. Approval requirements apply in every autonomy mode.

Require human approval for payments over $10,000.
Require complete invoice details before booking.
Route purchase-order discrepancies for review.
Require independent verification of vendor bank changes.

Clear Role

Every Performer has a name, a purpose, and specific work to do.

Human Owner

Every Performer has a human owner who sets its autonomy, reviews results, and stays accountable.

Defined Permissions

You decide what each Performer can access and do, with clear limits and approval requirements.

Continue Exploring

Explore Symgora Orchestra. →